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Schwab Intermediately-Term US Treasury ETF
SCHR

Overview Fund Activity

452 hedge funds and large institutions have $9.14B invested in Schwab Intermediately-Term US Treasury ETF in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 188 increasing their positions, 143 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+18
Holders Change %
+4.15%
% of All Funds
6.06%
Holding in Top 10
44
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.76%
% of All Funds
0.59%
New
68
Increased
188
Reduced
143
Closed
43
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$559M
2
Charles Schwab
Charles Schwab
California
$5.55B
3
ETC
Exchange Traded Concepts
Oklahoma
$43.6M
4
Cerity Partners
Cerity Partners
New York
$41.4M
5
MFT
Moisand Fitzgerald Tamayo
Florida
$81.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$306M
2
FCI
Financial Counselors Inc
Kansas
$0
3
NCM
Northwest Capital Management
Oregon
$3.94M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$8.71M
5
TI
Tidal Investments
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
426
Ameritas Advisory Services
Nebraska
$2.95K +$2.95K +118 New
BLC
427
Brown, Lisle/Cummings
Rhode Island
$2.9K – – –
FGC
428
Financial Gravity Companies
Texas
$2.8K +$2.8K +112 New
FMP
429
Financial Management Professionals
Texas
$2.75K – – –
CA
430
Crewe Advisors
Utah
$2.48K +$2.48K +99 New
RAM
431
Riggs Asset Management
Pennsylvania
$2.2K +$2.2K +88 New
BAM
432
Bellevue Asset Management
Washington
$2.15K – – –
PC
433
Promus Capital
Illinois
$2K – – –
HWP
434
Highline Wealth Partners
California
$1.9K +$1.9K +76 New
PA
435
Parallel Advisors
California
$1.75K -$7.51K -300 -81%
MAWAG
436
Mid-American Wealth Advisory Group
Missouri
$1.75K +$1.75K +70 New
MFC
437
Morris Financial Concepts
South Carolina
$1.45K – – –
WWM
438
Wolff Wiese Magana
California
$1.28K +$1.28K +51 New
SL
439
Salomon & Ludwin
Virginia
$1.24K – – –
BA
440
Ballast Advisors
Minnesota
$1.15K – – –
BBHC
441
Brown Brothers Harriman & Co
New York
$1.15K +$1.15K +46 New
KG
442
Kilter Group
New York
$1.08K +$1.08K +43 New
Simplex Trading
443
Simplex Trading
Illinois
$1K – – –
RWM
444
Rialto Wealth Management
New York
$751 – – –
SRCM
445
Signature Resources Capital Management
California
$726 – – –
FWP
446
FAS Wealth Partners
Kansas
$501 – – –
CTC
447
Central Trust Company
Missouri
$476 +$476 +19 New
SC
448
Solstein Capital
California
$451 +$451 +18 New
OSAM
449
O'Shaughnessy Asset Management
Connecticut
$175 +$175 +7 New
WWM
450
Wagner Wealth Management
South Carolina
$154 -$2.21K -86 -93%
16 17
18
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